See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,658 | $48,795+290.7% | $65,493+191.1% | $84,808+124.8% |
| Participation rate | 17.9% | 67.0%-49.1pp | 73.1%-55.2pp | 68.3%-50.5pp |
| Annual return | 16.72% | 20.20%-3.5pp | 982.45%-965.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $251 | $1,930-87.0% | $2,574-90.3% | $2,631-90.5% |
| Participant deferral / active EE | $1,389 | $2,928-52.6% | $3,961-64.9% | $4,212-67.0% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |